9WM
9258 Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.84M | Hold |
15,026
| – | – | 0.27% | 76 |
|
|
2024
Q2 | $1.86M | Hold |
15,026
| – | – | 0.29% | 70 |
|
|
2024
Q1 | $1.93M | Hold |
15,026
| – | – | 0.3% | 69 |
|
|
2023
Q4 | $1.68M | Hold |
15,026
| – | – | 0.29% | 68 |
|
|
2023
Q3 | $1.51M | Hold |
15,026
| – | – | 0.29% | 71 |
|
|
2023
Q2 | $1.56M | Buy |
15,026
+13
| +0.1% | +$1.35K | 0.29% | 66 |
|
|
2023
Q1 | $1.4M | Hold |
15,013
| – | – | 0.28% | 70 |
|
|
2022
Q4 | $1.6M | Hold |
15,013
| – | – | 0.35% | 65 |
|
|
2022
Q3 | $1.48M | Hold |
15,013
| – | – | 0.38% | 61 |
|
|
2022
Q2 | $1.34M | Hold |
15,013
| – | – | 0.34% | 71 |
|
|
2022
Q1 | $1.65M | Hold |
15,013
| – | – | 0.38% | 53 |
|
|
2021
Q4 | $1.51M | Hold |
15,013
| – | – | 0.35% | 57 |
|
|
2021
Q3 | $1.39M | Buy |
15,013
+5,004
| +50% | +$462K | 0.37% | 53 |
|
|
2021
Q2 | $1.3M | Sell |
10,009
-4,500
| -31% | -$584K | 0.35% | 59 |
|
|
2021
Q1 | $1.78M | Sell |
14,509
-29
| -0.2% | -$3.55K | 0.53% | 31 |
|
|
2020
Q4 | $1.39M | Buy |
14,538
+29
| +0.2% | +$2.78K | 0.45% | 44 |
|
|
2020
Q3 | $1.11M | Hold |
14,509
| – | – | 0.42% | 48 |
|
|
2020
Q2 | $999K | Sell |
14,509
-962
| -6% | -$66.2K | 0.4% | 57 |
|
|
2020
Q1 | $1.02M | Hold |
15,471
| – | – | 0.45% | 52 |
|
|
2019
Q4 | $1.38M | Hold |
15,471
| – | – | 0.51% | 40 |
|
|
2019
Q3 | $1.28M | Hold |
15,471
| – | – | 1% | 24 |
|
|
2019
Q2 | $1.31M | Hold |
15,471
| – | – | 1.05% | 22 |
|
|
2019
Q1 | $1.24M | Hold |
15,471
| – | – | 1.06% | 29 |
|
|
2018
Q4 | $1.15M | Buy |
+15,471
| New | +$1.15M | 1.11% | 16 |
|